Collaborative Wealth Management’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $591K | Sell |
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|
2025
Q1 | $734K | Sell |
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|
2024
Q4 | $1.06M | Sell |
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|
2024
Q3 | $1.06M | Buy |
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|
2024
Q2 | $1.02M | Buy |
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|
2024
Q1 | $923K | Buy |
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|
2023
Q4 | $783K | Sell |
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|
2023
Q3 | $695K | Sell |
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|
2023
Q2 | $837K | Sell |
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|
2023
Q1 | $810K | Sell |
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|
2022
Q4 | $1.56M | Sell |
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|
2022
Q3 | $1.68M | Sell |
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|
2022
Q2 | $1.93M | Buy |
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|
2021
Q4 | $2.73M | Buy |
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|
2021
Q1 | $2.47M | Buy |
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